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  • A Personal Matter (section 9(2)(a)) - Schedule 2

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Declaration of Incapacity to Make Decisions about a Personal Matter (Section 9(2)(a)) Schedule 2 (To be used when the person designated in the personal directive to determine capacity consults with.

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How to fill out the A Personal Matter (Section 9(2)(a)) - Schedule 2 online

This guide will help you complete the A Personal Matter (Section 9(2)(a)) - Schedule 2 form online, ensuring you meet all requirements in a straightforward manner. Whether you are a designated person assessing capacity or a health professional, this resource is designed to assist you through the process.

Follow the steps to successfully complete the form.

  1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
  2. In Part 1 of the form, identify yourself as the designated person in the personal directive to assess the maker's capacity. Fill in the name of the maker who will undergo the assessment.
  3. Provide an explanation of the purpose and nature of the assessment, along with the maker's right to refuse assessment. Include your rationale for conducting the assessment.
  4. List the specific personal matters regarding capacity that warrant assessment, such as health care or accommodation.
  5. After assessing the maker's capacity, specify your determination regarding their ability to make decisions about personal matters by selecting the appropriate checkboxes.
  6. Provide reasons for your assessment and observations, including the level of consciousness of the maker during the assessment.
  7. Record whether all temporary medical conditions affecting capacity have been ruled out, and explain if the maker is unable to understand, retain, identify consequences, or communicate decisions.
  8. Conclude Part 1 by indicating a recommended review date and sign your name.
  9. Move to Part 2 of the form, where the physician or psychologist will complete the assessment. The consultant should provide their name and credentials before conducting their assessment.
  10. Similar to Part 1, the health professional must explain their assessment findings and check the relevant personal matters.
  11. The physician or psychologist will also provide their rationale and details regarding the maker's capacity, ensuring to indicate any temporary conditions assessed.
  12. Conclude Part 2 with a recommended review date and ensure to sign the document.
  13. Once all sections are completed, review your work for accuracy and clarity, then proceed to save your changes, download, print, or share the form as needed.

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The Certificate is found in the Power of Attorney Act Regulation. It is similar for a Personal Directive to be recognized as a Representation Agreement in B.C. The Certificate which must be signed by a lawyer in Alberta is found in the Representation Agreement Act Regulation.

The Personal Directives Act sets out the rules governing the appointment of an agent to make personal decisions on an individual's behalf in case they become unable or unfit to make those kinds of decisions in the future.

In Alberta, enduring power of attorney gives someone you trust the power to make financial decisions on your behalf if you are medically incapable. Your POA is typically given the authority to perform any acts you normally would be able to do, if you were mentally capable.

Your personal directive does not need to be notarized or commissioned.

9(1) A personal directive, or part of a personal directive, has effect with respect to a personal matter only when the maker lacks capacity with respect to that matter.

The Enduring Power of Attorney (EPA) appoints an individual to manage your property when you are incapable. The Personal Directive (PD) appoints an agent to make decisions about your person when you are incapable.

2.1 I APPOINT my wife, Jane Smith, to be my Agent and in the event of death or refusal or inability of my wife, Jane Smith, to continue to act, I APPOINT my son, Jim Doe to be my Agent in ance with the Personal Directives Act for Alberta (hereinafter referred to as my "Agent").

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232